New Account Setup

One of the most time-consuming and tedious tasks for customer service representatives (CSRs) is setting up new accounts. This task generally requires CSRs to input the same information into multiple systems, leading to error and needless duplication of efforts.

RPA can automate account setup by integrating with various back-end systems (e.g., CRM, ERP, etc.) and capturing customer data from forms or emails. Bots can then enter this information into relevant systems without human intervention. RPA can also handle tasks such as password reset and account verification.

This is a win-win for customers and businesses. Customers get their accounts set up faster and with fewer errors, while companies can free up CSRs to do more ROI-focused tasks.